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Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,005 | $190,916-43.4% | $160,037-32.5% | $134,545-19.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -17.41% | 552.79%-570.2pp | 408.95%-426.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $1,200 | $4,996-76.0% | $4,226-71.6% | $4,742-74.7% |
| Participant deferral / active EE | $180 | $6,925-97.4% | $6,184-97.1% | $6,401-97.2% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |